Kathleen S. Wright Associates Inc. Vanguard Energy ETF Transaction History
Kathleen S. Wright Associates Inc.
- $242 Million
- Q4 2024
A detailed history of Kathleen S. Wright Associates Inc. transactions in Vanguard Energy ETF stock. As of the latest transaction made, Kathleen S. Wright Associates Inc. holds 700 shares of VDE stock, worth $89,880. This represents 0.03% of its overall portfolio holdings.
Number of Shares
700
Previous 645
8.53%
Holding current value
$89,880
Previous $78,000
7.69%
% of portfolio
0.03%
Previous 0.03%
Shares
2 transactions
Others Institutions Holding VDE
# of Institutions
748Shares Held
23.5MCall Options Held
142KPut Options Held
23.2K-
Bank Of America Corp Charlotte, NC2.51MShares$322 Million0.03% of portfolio
-
Morgan Stanley New York, NY1.68MShares$215 Million0.01% of portfolio
-
Ubs Group Ag1.37MShares$175 Million0.03% of portfolio
-
Wells Fargo & Company San Francisco, CA1.18MShares$152 Million0.03% of portfolio
-
Wealthfront Advisers LLC977KShares$125 Million0.35% of portfolio